WBIG
WBI BullBear Yield 3000 ETF
📎 Investment Objective
The WBI BullBear Yield 3000 ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the WBI BullBear Yield 3000 Index.
Overview
ETF tracking WBI BullBear Yield 3000 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WBI BullBear Yield 3000 ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the WBI BullBear Yield 3000 Index.
🎯 Investment Strategy
The fund invests primarily in a diversified portfolio of domestic and foreign equity securities, including common stocks, preferred stocks, and convertible securities. The fund's investment strategy aims to provide exposure to high-yielding stocks while managing risk through active security selection and portfolio optimization.
✨ Key Features
- Focuses on high-yielding domestic and international equities
- Employs an active management approach to security selection and portfolio construction
- Seeks to provide exposure to a broad range of sectors and market capitalizations
- Aims to manage risk and volatility through its investment process
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions or other factors
- Equity risk: The fund's investments in equity securities are subject to the risk of fluctuations in the stock market
- Foreign investment risk: Investments in non-U.S. securities may be subject to additional risks, such as currency fluctuations and political instability
- Active management risk: The fund's performance may deviate from the performance of its benchmark index due to the investment decisions made by the portfolio manager
👤 Best For
The WBI BullBear Yield 3000 ETF may be suitable for investors seeking exposure to a diversified portfolio of high-yielding domestic and international equities, with a focus on managing risk and volatility. This fund may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.